ECONOMIC WEEK AHEAD | Stats SA to rebase GDP data on Thursday
Published . Updated .
Producer inflation expected to edge higher on fuel costs amid Middle East conflict
Directly affected
- No company is named in this report.
Indirectly affected
- LMT Lockheed Martin+14.2%
Defense contractors get more work when conflict spending rises
- RTX RTX-2.2%
Defense contractors get more work when conflict spending rises
- NOC Northrop Grumman+5.1%
Defense contractors get more work when conflict spending rises
- GD General Dynamics-2.1%
Defense contractors get more work when conflict spending rises
- TLT iShares 20+ Year Treasury Bond-1.8%
Long-term bonds move when yields change
- IEF iShares 7-10 Year Treasury Bond-0.9%
Treasury bonds move when yields change
- ITA iShares U.S. Aerospace & Defense-6.7%
A fund of aerospace and defense companies
- BA Boeing-10.5%
Defense and aerospace orders move with conflict spending
- LHX L3Harris+2.0%
Defense contractors get more work when conflict spending rises
- HII Huntington Ingalls
Shipyards benefit when naval spending rises
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| LMT | -9.31% | -8.71% | base | after close | after close | after close | after close |
| RTX | +0.57% | +0.33% | base | after close | after close | after close | after close |
| NOC | -7.45% | -2.17% | base | after close | after close | after close | after close |
| GD | -2.30% | -1.30% | base | after close | after close | after close | after close |
| TLT | -2.31% | -1.35% | base | after close | after close | after close | after close |
| IEF | -1.06% | -0.90% | base | after close | after close | after close | after close |
| ITA | +2.64% | +1.68% | base | after close | after close | after close | after close |
| BA | +1.64% | +2.12% | base | after close | after close | after close | after close |
| LHX | -3.97% | -2.45% | base | after close | after close | after close | after close |
| HII | -1.72% | -0.04% | base | after close | after close | after close | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Market Call
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ECONOMIC WEEK AHEAD | Stats SA to rebase GDP data on Thursday Business Day
Source: Business Day
Middle East
| Company | When | Move | Status |
|---|---|---|---|
| BA | three days earlier | +2.12% | final price |
| BA | five days earlier | +1.64% | final price |
| BAC | three days earlier | +0.51% | final price |
| BAC | five days earlier | -0.32% | final price |
| GD | three days earlier | -1.30% | final price |
| GD | five days earlier | -2.30% | final price |
| GS | three days earlier | +3.31% | final price |
| GS | five days earlier | 0.00% | final price |
| HII | three days earlier | -0.04% | final price |
| HII | five days earlier | -1.72% | final price |
| IEF | three days earlier | -0.90% | final price |
| IEF | five days earlier | -1.06% | final price |
| ITA | three days earlier | +1.68% | final price |
| ITA | five days earlier | +2.64% | final price |
| JPM | three days earlier | +1.08% | final price |
| JPM | five days earlier | +0.58% | final price |
| KRE | three days earlier | -2.55% | final price |
| KRE | five days earlier | -4.40% | final price |
| LHX | three days earlier | -2.45% | final price |
| LHX | five days earlier | -3.97% | final price |
| LMT | three days earlier | -8.71% | final price |
| LMT | five days earlier | -9.31% | final price |
| NOC | three days earlier | -2.17% | final price |
| NOC | five days earlier | -7.45% | final price |
| RTX | three days earlier | +0.33% | final price |
| RTX | five days earlier | +0.57% | final price |
| SHY | three days earlier | -0.27% | final price |
| SHY | five days earlier | -0.24% | final price |
| SPY | three days earlier | +1.75% | final price |
| SPY | five days earlier | +0.89% | final price |
| TLT | three days earlier | -1.35% | final price |
| TLT | five days earlier | -2.31% | final price |
| XLF | three days earlier | +0.21% | final price |
| XLF | five days earlier | -1.49% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 33 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 23 Sep 2026. That is 33 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Kevin Hern sold Lockheed Martin (LMT) (jointly held), worth $15,001 - $50,000 on 17 Sep 2026. That is 39 days before publication. Filed 13 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold RTX, worth $100,001 - $250,000 on 31 Jul 2026. That is 87 days before publication. Filed 22 Sep 2026. View the filing.
- Sen. John Boozman bought IEF (jointly held), worth $1,001 - $15,000 on 9 Sep 2026. That is 47 days before publication. Filed 21 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar sold Boeing (BA), worth $1,001 - $15,000 on 24 Sep 2026. That is 32 days before publication. Filed 7 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, bought Boeing (BA), worth $1,001 - $15,000 on 24 Aug 2026. That is 63 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold Boeing (BA), worth $500,001 - $1,000,000 on 21 Aug 2026. That is 66 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold L3Harris Technologies (LHX), worth $1,001 - $15,000 on 28 Aug 2026. That is 59 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold L3Harris Technologies (LHX), worth $1,001 - $15,000 on 24 Aug 2026. That is 63 days before publication. Filed 8 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold L3Harris Technologies (LHX), worth $100,001 - $250,000 on 21 Aug 2026. That is 66 days before publication. Filed 8 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Middle East on the map for this story
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Middle East
12 out of 100
“ECONOMIC WEEK AHEAD | Stats SA to rebase GDP data on Thursday” scores 12 out of 100. The score uses 1 sources.